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Posts by Financial Design Studio, Inc.

Leaving a Legacy by Thinking Two Generations Deep

By Financial Design Studio, Inc. | September 5, 2025
Tax efficient Investment Management in Deer Park Illinois on how to leave a legacy

With your finances, you have the opportunity to impact generations after you. In this article, we discuss the strategies for leaving a legacy!

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How to Calculate Your Roth Conversions [Video]

By Financial Design Studio, Inc. | August 13, 2025
Retirement Planners in Chicago Suburbs on How to Calculate Roth Conversions

In this video, we will explain how to calculate your Roth Conversion amount by looking at tax brackets and medicare premiums.

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Ep 66. Relocating to Care for Aging Parents

By Financial Design Studio, Inc. | July 30, 2025
Financial Advisors on relocating before retirement to care for aging parents

In this fictional case study, we help a couple nearing retirement decide how to fund the purchase of a new home, relocating to care for aging parents, without taking on debt and pushing back their retirement date.

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FDS Webinar on Successfully Retiring from Allstate with Executive Compensation

By Financial Design Studio, Inc. | July 28, 2025
Financial advisors on successfully Retiring from Allstate

In this webinar, learn how to use your executive compensation for retiring from Allstate without unnecessary taxes!

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How to Manage Healthcare Costs in Retirement

By Financial Design Studio, Inc. | July 11, 2025

Future retirees worry about how to manage healthcare costs in retirement. We explore Medicare, long-term care, and more!

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Should I Get Long Term Care Insurance? [Video]

By Financial Design Studio, Inc. | July 9, 2025
Financial Advisors on Long Term Care Insurance

Should you get long term care insurance? In this video we walk you through the types of care available and different ways to pay for them.

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Financial Design Studio, Inc. (“FDS”) is a registered investment advisor registered with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FDS in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of FDS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.